Smartstop Self Storage REITSMA
13F holders, Q2 2026 (June 30)261holders +5
33new positions
29sold out
4famous investors
$32.51avg. 13F price*
At the end of Q2 2026, 261 institutions reported holding Smartstop Self Storage REIT (SMA) in their 13F filings, up 5 from Q1 2026. 33 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($176.0M), T. Rowe Price Associates Inc. ($171.3M) and Principal Financial Group Inc. ($104.2M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Smartstop Self Storage REIT
- CUSIP
- 83192D402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $140.3M |
| Exits | 29 | $53.9M |
All 13F filers, Q1 2026 → Q2 2026: 7,682,480 shares bought and 8,336,776 shares sold, net −654,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| BlackRock, Inc. | 0.00% | Add +5.3% | 5,416,274 | $176.0M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -11.7% | 5,270,721 | $171.3M |
| Principal Financial Group Inc. | 0.05% | Add +23.5% | 3,205,785 | $104.2M |
| Vanguard Portfolio Management LLC | 0.00% | Add +4.0% | 2,899,665 | $94.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -19.9% | 2,744,749 | $89.2M |
| Vanguard Capital Management LLC | 0.00% | Add +8.6% | 2,367,053 | $76.9M |
| State Street Corp. | 0.00% | Add +3.8% | 2,244,402 | $73.2M |
| Norges Bank | 0.01% | — | 1,630,366 | $53.0M |
| Geode Capital Management, LLC | 0.00% | Add +9.6% | 1,574,206 | $51.2M |
| Centersquare Investment Management LLC | 0.39% | New | 1,415,860 | $46.0M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +34.7% | 1,079,954 | $35.1M |
| Prudential Financial Inc. | 0.04% | Reduce -56.0% | 1,034,596 | $33.6M |
| Duff & Phelps Investment Management Co. | 0.30% | Add +16.3% | 967,028 | $31.4M |
| Alyeska Investment Group, L.P. | 0.08% | New | 956,577 | $31.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -5.0% | 932,759 | $30.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.9% | 896,899 | $29.1M |
| Irenic Capital Management LP | 2.05% | New | 876,608 | $28.5M |
| Nuveen, LLC | 0.01% | Reduce -25.6% | 851,253 | $27.7M |
| Silvercrest Asset Management Group LLC | 0.14% | Reduce -7.8% | 675,774 | $22.0M |
| Northern Trust Corp. | 0.00% | Add +7.3% | 579,922 | $18.8M |
| Goldentree Asset Management LP | 0.95% | Reduce -62.3% | 501,768 | $16.3M |
| Long Pond Capital, LP | 1.52% | Reduce -27.5% | 444,839 | $14.5M |
| Zimmer Partners, LP | 0.34% | Reduce -27.1% | 437,500 | $14.2M |
| LPL Financial LLC | 0.00% | Add +34.3% | 389,780 | $12.7M |
| Schroder Investment Management Group | 0.01% | Add +5.5% | 375,764 | $12.3M |
| Independent Financial Group, LLC | 0.23% | Add +1.4% | 374,632 | $12.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +4.9% | 369,899 | $12.0M |
| Aberdeen Group plc | 0.02% | Reduce -53.0% | 348,725 | $11.3M |
| Cetera Investment Advisers | 0.01% | Reduce -4.0% | 303,577 | $9.9M |
| UBS Group AG | 0.00% | Reduce -2.5% | 264,581 | $8.6M |
| JPMorgan Chase & Co. | 0.00% | Add +18.4% | 259,427 | $8.5M |
| Bank of New York Mellon Corp | 0.00% | Add +8.4% | 250,469 | $8.1M |
| Susquehanna International Group, LLP | 0.01% | Add +1052.0% | 247,877 | $8.1M |
| Bank of America Corp. | 0.00% | Add +8.3% | 241,155 | $7.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +10.2% | 236,822 | $7.7M |
| Picton Mahoney Asset Management | 0.07% | Reduce -4.8% | 232,347 | $7.6M |
| Cohen & Steers, Inc. | 0.01% | New | 231,241 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Add +43.3% | 228,854 | $7.4M |
| Chilton Capital Management LLC | 0.22% | Reduce -3.1% | 217,244 | $7.1M |
| Clearbridge Investments, LLC | 0.01% | Add +0.1% | 211,712 | $6.9M |
| 1832 Asset Management L.P. | 0.01% | Add +9.0% | 204,658 | $6.7M |
| Choreo, LLC | 0.07% | Add +12.3% | 200,728 | $6.5M |
| Morgan Stanley | 0.00% | Reduce -42.8% | 196,846 | $6.4M |
| Legal & General Group Plc | 0.00% | Add +0.3% | 195,963 | $6.4M |
| Lighthouse Investment Partners, LLC | 0.19% | Add +74.6% | 191,173 | $6.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -53.9% | 191,007 | $6.2M |
| DigitalBridge Group, Inc. | 0.36% | New | 182,200 | $5.9M |
| Argosy-Lionbridge Management, LLC | 3.61% | New | 176,787 | $5.7M |
| Sei Investments Co. | 0.00% | Reduce -8.3% | 172,447 | $5.6M |
| Quantinno Capital Management LP | 0.01% | Add +68.3% | 158,096 | $5.1M |
| Citadel Advisors | 0.00% | Add +481.0% | 155,868 | $5.1M |
| Peregrine Capital Management LLC | 0.15% | Reduce -8.2% | 145,029 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +62.0% | 135,326 | $4.4M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -16.2% | 122,372 | $4.0M |
| Centaurus Financial, Inc. | 0.15% | Reduce -20.0% | 121,645 | $4.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +18.4% | 119,731 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.5% | 118,075 | $3.8M |
| Merit Financial Group, LLC | 0.02% | Reduce -4.9% | 116,966 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +105.2% | 114,567 | $3.7M |
| Swiss National Bank | 0.00% | Add +1.4% | 111,000 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.8% | 110,997 | $3.6M |
| Invesco Ltd. | 0.00% | Add +45.6% | 110,364 | $3.6M |
| HSBC Holdings PLC | 0.00% | Add +10.4% | 105,680 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.2% | 103,562 | $3.4M |
| Verition Fund Management LLC | 0.02% | Reduce -6.0% | 93,515 | $3.0M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +3.5% | 89,200 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +17.4% | 84,901 | $2.8M |
| Rhumbline Advisers | 0.00% | Add +14.2% | 81,066 | $2.6M |
| Asset Management One Co., Ltd. | 0.01% | Add +3.6% | 79,911 | $2.6M |
| XTX Topco Ltd | 0.03% | Add +122.1% | 79,196 | $2.6M |
| STRS Ohio | 0.01% | Reduce -24.1% | 79,100 | $2.6M |
| Franklin Resources Inc. | 0.00% | Reduce -15.3% | 78,220 | $2.5M |
| Citigroup Inc. | 0.00% | Add +16.4% | 76,466 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -60.6% | 73,883 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +52.4% | 73,508 | $2.4M |
| Deutsche Bank AG | 0.00% | Add +28.9% | 73,338 | $2.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +186.8% | 71,808 | $2.3M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 67,886 | $2.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | Reduce -35.4% | 67,432 | $2.2M |
| Jain Global LLC | 0.03% | New | 65,572 | $2.1M |
| Paralel Advisors LLC | 0.08% | No change | 65,000 | $2.1M |
| Marshall Wace, LLP | 0.00% | New | 64,570 | $2.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.7% | 63,050 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.5% | 65,427 | $2.0M |
| Sequent Planning LLC | 0.42% | Reduce -6.1% | 60,657 | $2.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -2.4% | 59,857 | $1.9M |
| AQR Capital Management | 0.00% | Add +204.5% | 59,799 | $1.9M |
| Advisory Services Network, LLC | 0.02% | Add +18.4% | 57,637 | $1.9M |
| PFG Investments, LLC | 0.07% | Reduce -1.2% | 54,375 | $1.8M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Add +81.3% | 53,964 | $1.8M |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +0.3% | 51,690 | $1.7M |
| Wesbanco Bank Inc. | 0.04% | Add +108.6% | 51,100 | $1.7M |
| MML Investors Services, LLC | 0.00% | Add +475.9% | 50,216 | $1.6M |
| Barclays PLC | 0.00% | Add +227.9% | 49,917 | $1.6M |
| Renaissance Technologies | 0.00% | New | 49,600 | $1.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.2% | 48,170 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +10.8% | 47,163 | $1.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +27.4% | 46,269 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -4.6% | 44,108 | $1.4M |
| Premier Private Wealth Management LLC | 1.20% | Reduce -22.5% | 42,262 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | No change | 42,141 | $1.4M |
| Scotia Capital Inc. | 0.00% | Add +0.5% | 39,993 | $1.3M |
| Prelude Capital Management, LLC | 0.09% | New | 38,583 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +1.3% | 38,412 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -21.8% | 37,665 | $1.2M |
| Vanderbilt University | 0.16% | New | 35,592 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Add +8.2% | 34,698 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +127.8% | 33,167 | $1.1M |
| Private Capital Management, LLC | 0.09% | Add +17.0% | 31,000 | $1.0M |
| Engineers Gate Manager LP | 0.01% | Add +23.9% | 29,430 | $956K |
| Arkadios Wealth Advisors | 0.01% | Reduce -7.7% | 29,149 | $947K |
| Landscape Capital Management, L.L.C. | 0.06% | New | 27,788 | $903K |
| Jupiter Topco LLC | 0.00% | — | 27,312 | $888K |
| Pacer Advisors, Inc. | 0.00% | New | 26,490 | $861K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.3% | 26,009 | $845K |
| American Century Companies Inc. | 0.00% | Add +3.5% | 25,967 | $844K |
| AlphaCentric Advisors LLC | 0.69% | Reduce -16.7% | 25,000 | $813K |
| Crossingbridge Advisors, LLC | 0.15% | Reduce -16.7% | 25,000 | $813K |
| Amundi | 0.00% | Add +5.5% | 24,872 | $808K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 24,524 | $806K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -87.7% | 24,568 | $798K |
| Apollon Wealth Management, LLC | 0.01% | Add +10.5% | 24,473 | $795K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.4% | 24,443 | $794K |
| Millennium Management | 0.00% | Reduce -96.0% | 23,600 | $767K |
| State of Wisconsin Investment Board | 0.00% | Reduce -31.8% | 23,417 | $761K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 23,352 | $759K |
| Blue Sky Capital Consultants Group, Inc. | 0.32% | Reduce -55.7% | 23,283 | $757K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.3% | 22,334 | $726K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -11.5% | 22,112 | $719K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 21,947 | $713K |
| Krilogy Financial LLC | 0.02% | Add +2.1% | 21,627 | $703K |
| New York State Common Retirement Fund | 0.00% | Add +17.7% | 20,600 | $670K |
| TrueWealth Advisors, LLC | 0.15% | Reduce -2.5% | 19,937 | $648K |
| Trivium Point Advisory, LLC | 0.06% | Add +11.2% | 18,968 | $616K |
| &partners | 0.00% | Reduce -0.4% | 17,762 | $577K |
| Squarepoint Ops LLC | 0.00% | New | 16,916 | $550K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +19.1% | 16,882 | $549K |
| Freedom Day Solutions, LLC | 0.12% | New | 16,406 | $533K |
| Beacon Capital Management, LLC | 0.08% | Reduce -26.4% | 16,400 | $533K |
| Creative Planning | 0.00% | Add +50.9% | 15,911 | $517K |
| Valued Wealth Advisors LLC | 0.19% | No change | 15,889 | $516K |
| Van Eck Associates Corp. | 0.00% | New | 15,701 | $510K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -53.0% | 15,422 | $501K |
| Arizona State Retirement System | 0.00% | Add +0.5% | 15,275 | $496K |
| Clare Market Investments LLC | 0.09% | Add +1.3% | 14,744 | $479K |
| Metis Global Partners, LLC | 0.01% | Reduce -0.5% | 14,442 | $469K |
| Waverly Advisors, LLC | 0.00% | Add +0.9% | 13,387 | $435K |
| BNP Paribas Financial Markets | 0.00% | Reduce -81.8% | 13,086 | $425K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 12,997 | $422K |
| Allstate Corp. | 0.00% | Reduce -10.9% | 12,829 | $417K |
| AlTi Global, Inc. | 0.01% | Add +0.4% | 12,547 | $409K |
| Capital Square, LLC | 0.18% | Add +10.9% | 12,372 | $408K |
| KLP Kapitalforvaltning As | 0.00% | No change | 12,200 | $398K |
| Two Sigma Investments, LP | 0.00% | Add +6.9% | 11,657 | $379K |
| Intech Investment Management LLC | 0.00% | Add +3.0% | 11,619 | $378K |
| Freestone Grove Partners LP | 0.00% | New | 11,521 | $374K |
| Kovack Advisors, Inc. | 0.02% | Add +0.9% | 11,076 | $369K |
| Vestcor Inc | 0.01% | No change | 10,900 | $354K |
| Voya Investment Management LLC | 0.00% | Add +50.9% | 10,676 | $347K |
| Castleview Partners, LLC | 0.15% | Add +9.7% | 10,515 | $342K |
| Adapt Wealth Advisors, LLC | 0.11% | Reduce -9.1% | 10,356 | $337K |
| OneAscent Wealth Management LLC | 0.10% | Reduce -19.5% | 10,103 | $328K |
| Integrated Wealthcare, LLC | 0.24% | Reduce -4.3% | 10,039 | $326K |
| Wealth Management Strategies, Inc. | 0.12% | No change | 9,807 | $319K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.5% | 9,728 | $316K |
| Macquarie Group Ltd. | 0.00% | No change | 9,298 | $302K |
| Mercer Global Advisors Inc. | 0.00% | New | 9,264 | $301K |
| Pictet Asset Management Holding SA | 0.00% | No change | 9,147 | $297K |
| BridgePort Financial Solutions, LLC | 0.08% | Reduce -7.1% | 9,140 | $297K |
| Impact Partnership Wealth, LLC | 0.03% | Add +0.2% | 9,131 | $297K |
| Capital Advisors Inc. | 0.00% | No change | 9,076 | $295K |
| IFM Investors Pty Ltd | 0.00% | No change | 9,032 | $294K |
| M&T Bank Corp | 0.00% | Reduce -2.4% | 8,932 | $290K |
| US Bancorp \de | 0.00% | Reduce -5.8% | 8,486 | $276K |
| Nissay Asset Management Corp. /Japan | 0.00% | Reduce -0.7% | 8,441 | $274K |
| Holocene Advisors, LP | 0.00% | New | 8,421 | $274K |
| Cresset Asset Management, LLC | 0.00% | New | 8,294 | $271K |
| Corient Private Wealth LP | 0.00% | Add +16.1% | 8,106 | $263K |
| Etesian Wealth Advisors, Inc. | 0.08% | Reduce -37.5% | 7,903 | $257K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,725 | $255K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 7,806 | $254K |
| BlueChip Wealth Advisors LLC | 0.09% | Reduce -15.1% | 7,666 | $249K |
| Coppell Advisory Solutions LLC | 0.02% | New | 9,696 | $248K |
| First Trust Advisors LP | 0.00% | Add +6.9% | 7,517 | $244K |
| King Luther Capital Management Corp. | 0.00% | New | 7,500 | $244K |
| ProShare Advisors LLC | 0.00% | Reduce -8.3% | 7,395 | $240K |
| Balboa Wealth Partners | 0.03% | Reduce -13.5% | 7,128 | $232K |
| CX Institutional | 0.01% | Reduce -13.3% | 7,072 | $230K |
| Safe Harbor Family Capital, LLC | 0.15% | No change | 6,729 | $219K |
| Gross & Hartman Investments LLC | 0.10% | No change | 6,729 | $219K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.0% | 6,631 | $216K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -42.6% | 6,600 | $215K |
| Augustine Asset Management Inc. | 0.04% | New | 6,512 | $212K |
| Brookstone Capital Management | 0.00% | New | 6,413 | $208K |
| Rockland Trust Co. | 0.01% | New | 6,391 | $208K |
| Victory Capital Management Inc. | 0.00% | New | 6,375 | $207K |
| Allianz Asset Management GmbH | 0.00% | Reduce -88.7% | 6,306 | $205K |
| Bayforest Capital Ltd | 0.17% | Reduce -28.1% | 5,710 | $186K |
| Jones Financial Companies LLLP | 0.00% | Add +1.5% | 5,135 | $172K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +12.5% | 5,126 | $167K |
| FMR LLC | 0.00% | Add +18.5% | 5,114 | $166K |
| Signature Equity Partners, LLC | 0.08% | Reduce -2.2% | 5,078 | $165K |
| Triumph Capital Management | 0.03% | No change | 4,530 | $147K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -37.8% | 4,414 | $143K |
| Northwest & Ethical Investments L.P. | 0.00% | Reduce -62.2% | 4,102 | $135K |
| Rossby Financial, LCC | 0.02% | Add +0.2% | 4,091 | $133K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +25.7% | 2,886 | $94K |
| FIL Ltd | 0.00% | Reduce -5.8% | 2,720 | $88K |
| Brookfield Corp | 0.00% | Reduce -98.0% | 2,693 | $88K |
| Raleigh Capital Management Inc. | 0.03% | No change | 2,671 | $87K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 2,667 | $87K |
| Continuum Advisory, LLC | 0.01% | New | 2,655 | $86K |
| Arax Advisory Partners | 0.00% | Add +194.7% | 2,579 | $84K |
| Silicon Valley Capital Partners | 0.01% | Add +1.3% | 2,336 | $76K |
| NFSG Corp | 0.01% | No change | 1,995 | $65K |
| Clearstead Advisors, LLC | 0.00% | Add +2.4% | 1,823 | $59K |
| Allworth Financial LP | 0.00% | Add +61.4% | 1,788 | $58K |
| Assetmark, Inc. | 0.00% | Add +1.2% | 1,725 | $56K |
| KBC Group NV | 0.00% | No change | 1,622 | $53K |
| United Financial Planning Group LLC | 0.02% | No change | 1,337 | $43K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,249 | $41K |
| Canton Hathaway, LLC | 0.01% | No change | 1,250 | $41K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,209 | $39K |
| Compass Financial Management LLC | 0.00% | — | 1,120 | $38K |
| Sterling Capital Management LLC | 0.00% | Reduce -38.3% | 1,138 | $37K |
| Avalon Trust Co | 0.00% | No change | 1,100 | $36K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,000 | $33K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 974 | $32K |
| Harbour Investments, Inc. | 0.00% | No change | 907 | $29K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +40.3% | 874 | $28K |
| Prosperity Bancshares Inc | 0.02% | Add +36.9% | 861 | $28K |
| Creative Financial Designs Inc. | 0.00% | Add +1.3% | 840 | $27K |
| Los Angeles Capital Management LLC | 0.00% | Add +275.7% | 804 | $26K |
| GF Fund Management Co. LTD. | 0.00% | Add +54.6% | 736 | $24K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -81.5% | 616 | $20K |
| SWAN Capital LLC | 0.01% | No change | 501 | $16K |
| Simplex Trading, LLC | 0.00% | Add +45.7% | 491 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +120.5% | 441 | $14K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +2294.4% | 431 | $14K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -6.1% | 430 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | Add +118.2% | 360 | $12K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 336 | $11K |
| Exchange Traded Concepts, LLC | 0.00% | New | 291 | $9K |
| TD Capital Management LLC | 0.00% | Add +1.4% | 279 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7.5% | 258 | $8K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -79.9% | 229 | $7K |
| GAMMA Investing LLC | 0.00% | Add +107.9% | 210 | $7K |
| Napier Financial, LLC | 0.00% | No change | 194 | $6K |
| Private Trust Co. NA | 0.00% | Reduce -11.2% | 158 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -20.1% | 143 | $5K |
| Global Retirement Partners, LLC | 0.00% | — | 143 | $5K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 61 | $2K |
| Rothschild Investment LLC | 0.00% | Add +48.1% | 40 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -99.8% | 40 | $1K |
| JPL Wealth Management, LLC | 0.00% | No change | 39 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 30 | $975 |
| TD Private Client Wealth LLC | 0.00% | No change | 28 | $910 |
| International Assets Investment Management, LLC | 0.00% | Reduce -94.1% | 18 | $599 |
| Larson Financial Group LLC | 0.00% | Reduce -32.0% | 17 | $553 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 1 | $33 |
| Covestor Ltd | 0.00% | Add +250.0% | 14 | $0 |
"% of holder's portfolio" is SMA's weight in each manager's 13F, not the share of Smartstop Self Storage REIT the manager owns.